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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,357 | $148,623-54.7% | $135,974-50.5% | $139,466-51.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 92.79% | 79.30%+13.5pp | 68.30%+24.5pp | 373.66%-280.9pp |
| Employer contribution / active EE | $4,015 | $5,246-23.5% | $4,859-17.4% | $4,754-15.5% |
| Participant deferral / active EE | $5,727 | $8,103-29.3% | $7,760-26.2% | $6,712-14.7% |
| Admin fee / account holder | $918 | $12,406-92.6% | $10,767-91.5% | $11,409-92.0% |